PSA HOUSING & ASSISTED LIVING INC (EIN 311644493) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

JONATHAN FLETCHER

Phone

6516316162

Tax Period

2023-10-01 to 2024-09-30

PSA HOUSING & ASSISTED LIVING INC, founded in 1997, is a community nonprofit in the Human Services sector that reported $5.7M in total revenue in fiscal year 2023. The organization ran a surplus of $1.2M, a strong 20% operating margin.

Mission

THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $22,443

Program Service Revenue $5,251,936

Investment Income $266,876

Other Revenue $175,812

TOTAL REVENUE $5,717,067

Expense Breakdown

Grants Paid $750

Salaries & Benefits $1,626,392

Fundraising Expenses $0

Program Expenses $3,603,332

Other Expenses $2,920,408

TOTAL EXPENSES $4,547,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,717,067	$5,368,213	+0.1%
Expenses	$4,547,550	$4,487,343	+0.0%
Net Income	$1,169,517	$880,870	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT ANDERSON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
DUANE LARSON	Secretary	1.00	Officer Director	$0	$0	$0
BETH OSTREM	Treasurer	1.00	Officer Director	$0	$0	$0
PASTOR MIKE CARLSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN RAPER THROUGH 12-2023	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
MARK MEYER	CFO	1.00	Officer Director	$0	$0	$0
WILLIAM HIBBARD	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA BUERKLE	BOARD MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$5,717,067	$4,547,550	$13,133,726	$1,169,517
2023	$5,368,213	$4,487,343	$12,766,255	$880,870
2022	$4,807,748	$4,290,391	$12,749,192	$517,357
2021	$5,257,194	$4,239,769	$13,141,224	$1,017,425
2020	$4,795,068	$4,062,640	$12,953,881	$732,428
2019	$4,853,094	$4,081,034	$12,989,315	$772,060
2018	$4,613,711	$3,895,564	$13,055,744	$718,147

PSA HOUSING & ASSISTED LIVING INC